Asian real estate small cap holdings update

+ new tracking position revealed

Hi,

This email is only for supporters. Because it is a tiny cap update.

Luks group vietnam holdings.

This small Hong Kong listed conglomerate released earnings.

As previously mentioned, the company has

• A large office building in Vietnam

• A Cement factory in central Vietnam

• Some assets like two hotels (one in construction) and small rental properties.

• Some land…